← Top Holdings

ODDODDITY TECH LTD

CUSIP: M7518J104

1

Guru Owners

$83.3M

Total Value Held

2.1M

Total Shares

$83.3M
0.49%

📊 Fundamentals

Market Cap$803.6M
P/E Ratio7.8x
Below market avg
Forward P/E9.2x
P/FCF27.4x
EPS (TTM)$1.80
Revenue (TTM)$809.8M
Profit Margin13.68%
Beta3.55

52-Week Range

$10.80
$79.18

Current: $13.99

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 7.8x trailing earnings → 9.2x forward · 13.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$26.7M$53.5M$80.2M$106.9MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $83.3M
INCREASEDTerry Smith$83.3M
Q3 '251 owners · $88.3M

No changes

Q2 '251 owners · $106.9M
REDUCEDTerry Smith$106.9M
Q1 '251 owners · $69.9M

No changes

Q4 '241 owners · $67.9M

No changes

Q3 '241 owners · $65.2M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
19%analyst est. 19.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.6%current: 3.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

ODD Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker